Benefits Check
Group health arrives three ways: a hard renewal, confusion about what their own plan even is, or nothing in place yet. It sorts them before they reach you.
In planning
What comes after Comp Check.
Comp Check is the diagnostic running on broker sites today. These are the five being built next. Each answers a question an employer already has, and hands you the account when it does.
Benefits Renewal Check
Your site already tells employers not to accept a health renewal blindly. This proves why, before they call.
ALE Check
An employer counting only full-timers is certain he is under fifty. Part-time hours put him over, with a filing obligation nobody has mentioned.
PEO Renewal Check
A PEO renewal is an offer, not a verdict. It shows what changed and whether the account deserves a market review.
Benefits Affordability Check
A contribution strategy can be compliant and still be painful. It separates what the company pays from what the paycheck feels.
Status: in planning. None of these has a date, and none is included in a BrokerSite until it is approved and built. Comp Check is what runs today, and PreQualify is available with it.
If one of these is the question your prospects actually arrive with, say so. What gets built next is decided by what brokers are asking for.